Profile
Mr. Pei-Ju Lee is a Deputy Director of Research at Bradley, Foster & Sargent, Inc. His primary responsibility is to conduct research and analysis on individual stocks and industries.
He conducts on-site company visits to portfolio companies and participates in industry conferences and quarterly corporate earnings calls.
He also oversees the Firm’s Research Internship Program for college and graduate students.
Mr. Lee will also develop research capabilities for publicly traded Asian-domiciled firms, particularly in China, and perform competitive industry analysis to discern the presence or lack of competitive advantage and quantitative modelling of companies to assess their historical performance and develop forecasts of future company performance, in order to draw conclusions on the valuation of companies’ securities.
He will also perform macroeconomic analysis of the Chinese environment and contribute to research coverage of companies headquartered in China.
He received his undergraduate degree from National Taiwan University, a graduate degree from National Taiwan University and an MBA from the University of Connecticut School of Business.
Pei-Ju Lee active positions
| Companies | Position | Start |
|---|---|---|
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Director of Research - Equity | 01/06/2025 |
Training of Pei-Ju Lee
Experiences
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Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 3 |
|---|---|
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent, Inc. Investment ManagersFinance BFS generally invests in the long-term and seeks capital preservation. They utilize fundamental analysis to invest in sound companies with identifiable prospects for earnings growth when the stocks of these companies can be purchased at what they believe to be reasonable valuations. Their investment philosophy includes capital preservation, commitment to equities, reasonable prices, diversification, and the ineffectiveness of market timing. | Finance |
National Taiwan University
National Taiwan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Connecticut School of Business
University of Connecticut School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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